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Portfolio (Quarterly) Guide ↗

BI Asset Management Fondsmaeglerselskab A/S

· CIK 0001778131
13F Portfolio $13M AUM 706 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 132 New 322 Added 245 Reduced 38 Exited
Page 9 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BLK BLACKROCK INC COM Financial Services 8,713.0 $8K 0.07% +2K +34.8% $0.96 +120940.8%
162 AJG GALLAGHER ARTHUR J & CO COM Financial Services 36,476.0 $8K 0.07% +6K +19.7% $0.23 +110173.0%
163 KKR KKR & CO INC COM Financial Services 89,514.0 $8K 0.07% +59K +195.9% $0.09 +119650.6%
164 PLD PROLOGIS INC. COM Real Estate 60,073.0 $8K 0.07% +25K +69.0% $0.14 +103798.7%
165 FCX FREEPORT MCMORAN INC CL B Basic Materials 127,526.0 $8K 0.06% +50K +65.2% $0.06 +108074.5%
166 CSX CSX CORP COM Industrials 163,988.0 $8K 0.06% +75K +84.7% $0.05 +108215.4%
167 BR BROADRIDGE FINL SOLUTIONS IN COM Technology 56,906.0 $8K 0.06% +19K +51.1% $0.14 +125789.8%
168 TER TERADYNE INC COM Technology 15,840.0 $8K 0.06% +7K +72.3% $0.48 +81388.0%
169 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 159,178.0 $8K 0.06% +24K +18.1% $0.05 +97598.4%
170 AFL AFLAC INC COM Financial Services 62,533.0 $7K 0.06% +34K +121.1% $0.12 +102339.2%
171 NFG NATIONAL FUEL GAS CO COM Energy 94,216.0 $7K 0.06% +31K +48.5% $0.08 +108376.6%
172 ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD Financial Services 877,650.0 $7K 0.06% +176K +25.2% $0.01 +91826.8%
173 PAYC PAYCOM SOFTWARE INC COM Technology 56,427.0 $7K 0.06% +54K +2751.3% $0.13 +174686.9%
174 KMI KINDER MORGAN INC DEL COM Energy 219,038.0 $7K 0.06% +23K +11.9% $0.03 +102068.7%
175 PCG PG&E CORP COM Utilities 409,312.0 $7K 0.06% +125K +44.1% $0.02 +106767.0%
176 CNC CENTENE CORP DEL COM Healthcare 106,911.0 $7K 0.05% +64K +147.8% $0.06 +100907.0%
177 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 12,597.0 $7K 0.05% +6K +90.0% $0.54 +97770.8%
178 PODD INSULET CORP COM Healthcare 43,847.0 $7K 0.05% +29K +199.0% $0.15 +99662.4%
179 USB US BANCORP COM NEW Financial Services 110,005.0 $7K 0.05% +40K +56.8% $0.06 +106908.2%
180 TXT TEXTRON INC COM Industrials 70,997.0 $7K 0.05% +3K +4.0% $0.09 +95576.4%
Page 9 of 17  ·  322 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.5%
Financial Services 11.4%
Communication Services 10.1%
Healthcare 9.6%
Consumer Cyclical 9.3%
Industrials 8.3%
Consumer Defensive 5.7%
Basic Materials 2.1%
Utilities 2.0%
Energy 1.7%